The Personal Financial Planner's Manual

TABLE OF CONTENTS

1    PROFESSIONAL PRACTICE

 

          1  Advanced Personal Financial Planning 

          2  Financial Planning Practice Standards

 

2    FINANCIAL MANAGEMENT

1    Income, Taxes & Lifestyle Expenditures

2    Money Management

3    Home Ownership

4    Behavioral Finance

5    Planning for the Disabled

6    Registered Disability Savings Plans

 

3    INCOME TAX PLANNING

1    The Personal Income Tax Return

2    Personal Tax Rates & Credits

3    Taxation of Employees

4    Personal Deductions & Benefits

5    Taxation of Property Income

6    Taxation of Capital Property

7    Income Attribution, Split Income & Minimum Tax

8   Income Tax Compliance

9   Income Tax & Benefit Planning

10 The Federal Budget 

 

4    INVESTMENT PLANNING

1    Investment Planning

2    Guaranteed, Interest-Producing Investments

3    Bonds & Debentures

4    Common & Preferred Shares

5    Analysis & Derivatives

6    Income Trusts

7    Tax-Free Savings Accounts

8    Investment Theory & Portfolio Design

9    Investment Funds

 

5    EDUCATION PLANNING

1    Education Planning

2    Student Grants and Loans

3    Students and Income Tax

4    Registered Education Savings Plans

5    Lifelong Learning Plans

 

6    RISK MANAGEMENT

1    Risk Management

2    Risk of Disability

3    Health Insurance

4    Critical Illness Insurance

5    Long-Term Care Insurance

6    Life Insurance

7    Property and Casualty Insurance

8    Insurance Contracts

 

7    RETIREMENT PLANNING

1    Retirement Planning

2    Government-Sponsored Retirement Income Programs

3    Registered Retirement Savings Plans

and Registered Retirement Income Funds

4    Employer Sponsored Pension Plans

5    Other Savings Plans

6    Pension Adjustments, Locked-In Funds,

      & Transfers Between Plans

7    Annuities

8    Investment Planning

9    Income Tax Planning

10  Post-Retirement Plan

11  Retirement Savings Plan

 

8    ESTATE PLANNING

1    Estate Planning

2    Forms of Ownership

3    Family Law

4    Trusts

5    Probate, Intestacy & Powers of Attorney

6    Wills

7    Charitable Donations

8    Estate Freezes

9    Death & Taxes

10  U. S. Estate Taxation

11  Substitute Decisions

 

8    BUSINESS OWNERSHIP

1    Planning For Business Ownership

2    Proprietorships and Partnerships

3    Corporations

4    Taxation of Shareholders

5    Buy-Sell Agreements

6    Estate Freezes